Jasoncwebaldwin avatar

Jasoncwebaldwin
🇬🇧 Stock Investor.
1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

+3.11%
Today
-7.95%
This Month
-23.14%
Year To Date
+29.77%
2 Years
+49.73%
5 Years
+9.38%
Annualized
  • Jasoncwebaldwin
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 🪙 Cryptocurrencies
    56.68%
  • 🖥️ Technology Services
    11.97%
  • 🛍️ Retail Trade
    5.89%
  • 📊 ETFs
    5.01%
  • 💰 Finance
    5.01%
  • 💻 Electronic Technology
    3.97%
  • 💇‍♀️ Consumer Services
    2.98%
  • 🧬 Health Technology
    2.14%
  • 🪨 Non Energy Minerals
    1.26%
  • 🚗 Consumer Durables
    1.11%
  • 🚚 Transportation
    0.87%
  • 💼 Commercial Services
    0.76%
  • 🧪 Process Industries
    0.74%
  • ⛏️ Energy Minerals
    0.56%
  • 🛠️ Producer Manufacturing
    0.55%
  • 📡 Communications
    0.28%
  • 📦 Distribution Services
    0.22%
  • 💵 Cash
    0%

Exchanges Breakdown

  • Exchange
  • Total
  • 🌍 Digital Currency
    56.68%
  • 🇺🇸 Nasdaq
    20.53%
  • 🇺🇸 NYSE
    16.04%
  • 🇺🇸 Chicago Board Options Exchange
    3.4%
  • 🇬🇧 LSE
    1.48%
  • 🇩🇪 FRA
    0.6%
  • 🇳🇴 Oslo Stock Exchange
    0.56%
  • 🇳🇱 Euronext Amsterdam
    0.36%
  • 🇭🇰 Hong Kong Exchanges
    0.34%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    21.96%
  • 🇨🇳 China
    4.92%
  • 🇨🇦 Canada
    3.56%
  • 🇬🇧 United Kingdom
    1.84%
  • 🇮🇱 Israel
    1.35%
  • 🇨🇭 Switzerland
    1.14%
  • 🇩🇪 Germany
    1.09%
  • 🇮🇪 Ireland
    0.85%
  • 🇳🇴 Norway
    0.56%
  • 🇯🇵 Japan
    0.52%
  • 🇳🇱 Netherlands
    0.36%
  • 🇰🇷 South Korea
    0.16%

Dividends

Dividend Yield

0.4%

34 out of 99 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $WBA (8.97%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
EQNR.OL
EQNR.OL
0.03%
6%
$13.95
INTC
INTC
0.03%
2.53%
$0.5
GOLD.BARRICK
GOLD.BARRICK
0.03%
2.1%
$0.4
GSK
GSK
0.02%
3.87%
$1.45
BABA
BABA
0.02%
0.71%
$0.98
MS
MS
0.02%
3.24%
$3.4
LMT
LMT
0.02%
2.75%
$12.45
VOW3.DE
VOW3.DE
0.02%
8.33%
$9.06
JPM
JPM
0.02%
2.1%
$4.4
MCD
MCD
0.02%
2.24%
$6.53
P911.DE
P911.DE
0.02%
4.08%
$2.31
GS
GS
0.02%
2.21%
$11
IYE
IYE
0.01%
2.61%
-
INDA
INDA
0.01%
0.83%
-
T
T
0.01%
4.31%
$1.11
BLK
BLK
0.01%
2.25%
$20.2
EEM
EEM
0.01%
2.36%
-
PFE
PFE
0.01%
6.51%
$1.66
CSCO
CSCO
0.01%
2.64%
$1.58
IEMG
IEMG
0.01%
3.14%
-
JD.US
JD.US
0.01%
2.41%
$0.74
DIS
DIS
0.01%
1.02%
$0.75
JDW.L
JDW.L
0.01%
2.03%
-
NTDOY
NTDOY
0.01%
1.04%
$0.24
SCHW
SCHW
0.01%
1.42%
$1
SMSN.L
SMSN.L
0%
2.62%
$23.68
GOOG
GOOG
0%
0.48%
$0.2
RYAAY
RYAAY
0%
1.81%
$0.93
FLOW.NV
FLOW.NV
0%
1.68%
$0.45
WBA
WBA
0%
8.97%
$1.46
IDS.L
IDS.L
0%
0.55%
$0.02
0700.HK
0700.HK
0%
0.66%
$3.4
PARA
PARA
0%
1.73%
$0.2
CRM
CRM
0%
0.58%
$0.4

Next Dividends

Instrument
Type
Date
Pay Per Share
GOOG
GOOG
Pay Day
Mar 17
$0.20
MCD
MCD
Pay Day
Mar 17
$1.77
PARA
PARA
Ex-Dividend
Mar 17
$0.05
GOLD.BARRICK
GOLD.BARRICK
Pay Day
Mar 17
$0.10
BLK
BLK
Pay Day
Mar 24
$5.21
LMT
LMT
Pay Day
Mar 28
$3.30
GS
GS
Pay Day
Mar 28
$3.00
PARA
PARA
Pay Day
Apr 1
$0.05
CSCO
CSCO
Ex-Dividend
Apr 3
$0.41
JD.US
JD.US
Ex-Dividend
Apr 8
$1.00
GSK
GSK
Pay Day
Apr 10
$0.40
CSCO
CSCO
Pay Day
Apr 23
$0.41
JD.US
JD.US
Pay Day
Apr 29
$1.00
EQNR.OL
EQNR.OL
Ex-Dividend
May 15
$0.37
EQNR.OL
EQNR.OL
Pay Day
May 28
$0.37
IYE
IYE
Pay Day
Jun 17
$0.30
EEM
EEM
Pay Day
Jun 17
$0.29
IEMG
IEMG
Pay Day
Jun 17
$0.51
DIS
DIS
Ex-Dividend
Jun 24
$0.50
DIS
DIS
Pay Day
Jul 23
$0.50
INDA
INDA
Pay Day
Dec 20
$0.40

Performance Metrics

Score 3.6/10

Beta

1.31
1.31
0
0.8
1.2
0
2

Sharpe Ratio

0.36
0.36
0
0.5
1
1.5
1.5

Sortino Ratio

0.65
0.65
0
1
2
3
3

Jensen's Alpha

-3.06
-3.06
-4
0
2
4.5
4.5

Omega Ratio

1.03
1.03
0
1
1.5
2.5
2.5

Treynor Ratio

0.9
0.9
0
0.75
1.25
2
2

Information Ratio

0.03
0.03
0
0.3
0.6
1
1

Calmar Ratio

0.19
0.19
0
0.3
0.6
1
1

Drawdowns

  • Jasoncwebaldwin
  • S&P 500
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Worst Drawdowns

Depth
Start
End
Total months
-55.11%
May 2021-47
-4.7%
Sep 2020Nov 20202

Monthly Performance